Heritage Wealth Management (Arizona)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $478K | Sell |
1,712
-228
| -12% | -$63.7K | 0.27% | 78 |
|
|
2024
Q1 | $513K | Sell |
1,940
-81
| -4% | -$21.4K | 0.26% | 82 |
|
|
2023
Q4 | $460K | Buy |
+2,021
| New | +$460K | 0.25% | 85 |
|
|
2022
Q4 | $1.13M | Buy |
5,225
+1,946
| +59% | +$421K | 0.16% | 105 |
|
|
2022
Q3 | $716K | Buy |
3,279
+280
| +9% | +$61.1K | 0.23% | 71 |
|
|
2022
Q2 | $553K | Buy |
2,999
+379
| +14% | +$69.9K | 0.18% | 89 |
|
|
2022
Q1 | $479K | Buy |
+2,620
| New | +$479K | 0.13% | 121 |
|
|
2021
Q3 | $198K | Buy |
1,264
+168
| +15% | +$26.3K | 0.07% | 220 |
|
|
2021
Q2 | $148K | Buy |
1,096
+461
| +73% | +$62.3K | 0.06% | 270 |
|
|
2021
Q1 | $90K | Buy |
+635
| New | +$90K | 0.05% | 260 |
|